Travelers Companies, Inc.
TRV- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000086312
In the last 90 days, Travelers Companies, Inc. insiders filed 0 open-market purchases and 9 sales; 1,868 institutions reported holding it in 13F filings for Q2 2026, worth $61.0B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q4 2024
Institutional positions in Travelers Companies, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,589
- +144 vs. Q3 2024
- Shares held
- 189.6M
- +559.6K (+0.3%) vs. Q3 2024
- Total value
- $45.6B
- +$1.75B (+4.0%) vs. Q3 2024
- New holders
- 233
- 510 more added
- Sold out
- 89
- 552 more reduced
25 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TRV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $36.0B |
| Q3 2022 | 1,204 | $29.7B |
| Q2 2022 | 1,222 | $33.1B |
| Q1 2022 | 1,277 | $36.0B |
| Q4 2021 | 1,229 | $31.3B |
| Q3 2021 | 1,137 | $31.1B |
| Q2 2021 | 1,138 | $31.0B |
| Q1 2021 | 1,172 | $31.5B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 2,900 | $698.6K | 0.06% | +100+3.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $698.3K | 0.07% | −520−15.2% | Reduced |
| Connecticut Wealth Management, LLC | 2,879 | $693.5K | 0.03% | −349−10.8% | Reduced |
| WMS Partners, LLC | 2,875 | $692.6K | 0.04% | +66+2.3% | Added |
| Fullerton Fund Management Co Ltd. | 2,871 | $691.6K | 0.02% | −357−11.1% | Reduced |
| Guardian Wealth Advisors, LLC | 2,864 | $689.8K | 0.06% | +139+5.1% | Added |
| Bank of New Hampshire | 2,859 | $688.7K | 0.18% | 00.0% | Unchanged |
| Weik Capital Management | 2,850 | $686.5K | 0.28% | −63−2.2% | Reduced |
| Gsa Capital Partners LLP | 2,833 | $682.0K | 0.05% | +1,099+63.4% | Added |
| New Vernon Investment Management LLC | 2,985 | $680.7K | 1.15% | −11,520−79.4% | Reduced |
| Stratos Wealth Partners, LTD. | 2,804 | $675.5K | 0.01% | +167+6.3% | Added |
| LSV Asset Management | 2,800 | $674.0K | 0.00% | +2,800 | New |
| United Community Bank | 2,796 | $673.5K | 0.26% | −88−3.1% | Reduced |
| Real Talk Capital, LLC | 2,790 | $672.0K | 0.88% | +2,790 | New |
| Atomi Financial Group, Inc. | 2,785 | $671.0K | 0.03% | +343+14.0% | Added |
| Brave Asset Management Inc | 2,780 | $669.7K | 0.21% | 00.0% | Unchanged |
| True Vision MN LLC | 2,777 | $669.0K | 0.40% | −67−2.4% | Reduced |
| Penserra Capital Management LLC | 2,778 | $667.0K | 0.01% | +421+17.9% | Added |
| Mendel Money Management | 2,762 | $665.3K | 0.30% | −53−1.9% | Reduced |
| Baldwin Brothers Inc | 2,760 | $664.9K | 0.05% | −7−0.3% | Reduced |
| LVW Advisors, LLC | 2,753 | $663.2K | 0.08% | −10.0% | Reduced |
| Syon Capital LLC | 2,752 | $662.9K | 0.06% | −113−3.9% | Reduced |
| SkyOak Wealth, LLC | 2,721 | $655.5K | 0.14% | +6+0.2% | Added |
| Ameritas Investment Partners, Inc. | 2,712 | $653.3K | 0.02% | −97−3.5% | Reduced |
| Insigneo Advisory Services, LLC | 2,698 | $649.9K | 0.07% | −124−4.4% | Reduced |
| Associated Banc-Corp | 2,695 | $649.2K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,693 | $648.6K | 0.01% | −112−4.0% | Reduced |
| Coastal Bridge Advisors, LLC | 2,690 | $648.1K | 0.16% | −324−10.7% | Reduced |
| Trust Asset Management LLC | 2,684 | $646.5K | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 107,242 | $645.2K | 0.03% | +108+0.1% | Added |
| Clear Harbor Asset Management, LLC | 2,643 | $636.7K | 0.05% | +22+0.8% | Added |
| Foundation Resource Management Inc | 2,640 | $636.0K | 0.11% | −25−0.9% | Reduced |
| Welch & Forbes LLC | 2,625 | $632.3K | 0.01% | +4+0.2% | Added |
| Sugarloaf Wealth Management, LLC | 2,621 | $631.5K | 0.12% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,604 | $630.8K | 0.02% | +94+3.7% | Added |
| CIBC World Markets Inc. | 2,606 | $628.0K | 0.00% | −126,269−98.0% | Reduced |
| Sageworth Trust Co of South Dakota | 2,607 | $628.0K | 0.79% | −285−9.9% | Reduced |
| Legacy Financial Group LLC | 2,606 | $627.8K | 0.10% | +2,606 | New |
| Cozad Asset Management Inc | 2,606 | $627.8K | 0.06% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,602 | $626.9K | 0.23% | −53−2.0% | Reduced |
| Empower Advisory Group, LLC | 2,598 | $625.8K | 0.00% | +414+19.0% | Added |
| Beverly Hills Private Wealth, LLC | 2,596 | $625.2K | 0.13% | −65−2.4% | Reduced |
| Inlet Private Wealth, LLC | 2,590 | $624.0K | 0.17% | −600−18.8% | Reduced |
| Orrstown Financial Services Inc | 2,589 | $623.7K | 0.17% | −96−3.6% | Reduced |
| Cidel Asset Management Inc | 2,588 | $623.4K | 0.04% | −159−5.8% | Reduced |
| Boston Trust Walden Corp | 2,586 | $622.9K | 0.00% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 2,579 | $621.0K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,566 | $618.1K | 0.11% | +2,566 | New |
| Wedbush Securities Inc | 2,564 | $618.0K | 0.02% | +388+17.8% | Added |
| First National Bank Sioux Falls | 2,549 | $614.0K | 0.26% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,636 | $612.7K | 0.03% | +211+8.7% | Added |
| Grimes & Company, Inc. | 2,541 | $612.1K | 0.02% | +95+3.9% | Added |
| Journey Advisory Group, LLC | 3,010 | $612.1K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,541 | $612.0K | 0.03% | −14,449−85.0% | Reduced |
| Quotient Wealth Partners, LLC | 2,517 | $606.3K | 0.02% | −738−22.7% | Reduced |
| HTLF Bank | 2,513 | $605.4K | 0.07% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,501 | $602.6K | 0.28% | +10.0% | Added |
| Finward Bancorp | 2,500 | $602.2K | 0.52% | +2,500 | New |
| Essex Savings Bank | 2,500 | $602.2K | 0.15% | +8+0.3% | Added |
| Jeppson Wealth Management, LLC | 2,490 | $599.8K | 0.22% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,484 | $598.4K | 0.01% | +1,099+79.4% | Added |
| Wooster Corthell Wealth Management, Inc. | 2,461 | $592.8K | 0.13% | +2,461 | New |
| Centaurus Financial, Inc. | 2,440 | $588.0K | 0.04% | −109−4.3% | Reduced |
| Quad-Cities Investment Group, LLC | 2,420 | $582.9K | 0.29% | +268+12.5% | Added |
| Foundations Investment Advisors, LLC | 2,414 | $581.5K | 0.01% | +349+16.9% | Added |
| Harbour Capital Advisors, LLC | 2,390 | $579.1K | 0.13% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,400 | $578.1K | 0.19% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2,399 | $577.9K | 0.22% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,395 | $576.9K | 0.30% | −25−1.0% | Reduced |
| Modera Wealth Management, LLC | 2,385 | $574.6K | 0.01% | +547+29.8% | Added |
| Transcend Wealth Collective, LLC | 2,382 | $573.9K | 0.04% | −97−3.9% | Reduced |
| CWA Asset Management Group, LLC | 2,367 | $570.2K | 0.03% | +476+25.2% | Added |
| Interchange Capital Partners, LLC | 2,351 | $566.3K | 0.21% | −76−3.1% | Reduced |
| WFA Asset Management Corp | 2,350 | $566.0K | 0.31% | +11+0.5% | Added |
| Salvus Wealth Management, LLC | 2,349 | $565.9K | 0.36% | −15−0.6% | Reduced |
| Heritage Wealth Management, Inc. | 2,330 | $561.3K | 0.19% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,327 | $560.6K | 0.05% | −24−1.0% | Reduced |
| Cigna Investments Inc | 2,315 | $558.0K | 0.10% | −20−0.9% | Reduced |
| LMCG Investments, LLC | 2,315 | $557.7K | 0.03% | −415−15.2% | Reduced |
| Lake Street Advisors Group, LLC | 2,306 | $555.5K | 0.03% | +46+2.0% | Added |
| Lebenthal Global Advisors, LLC | 2,303 | $554.8K | 0.10% | +1,432+164.4% | Added |
| Opus Capital Group, LLC | 2,299 | $554.0K | 0.07% | −238−9.4% | Reduced |
| Leavell Investment Management, Inc. | 2,296 | $553.0K | 0.03% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,291 | $551.9K | 0.10% | −274−10.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,290 | $551.6K | 0.03% | +6+0.3% | Added |
| Independent Financial Group, LLC | 2,285 | $550.4K | 0.02% | +2,285 | New |
| 1620 Investment Advisors, Inc. | 2,271 | $547.0K | 0.41% | +2,271 | New |
| City State Bank | 2,266 | $545.9K | 0.19% | −20−0.9% | Reduced |
| River Wealth Advisors LLC | 2,260 | $544.3K | 0.07% | −320−12.4% | Reduced |
| Avantax Planning Partners, Inc. | 2,237 | $538.8K | 0.02% | +74+3.4% | Added |
| Impact Partnership Wealth, LLC | 2,235 | $538.3K | 0.11% | +2,235 | New |
| Michael A. Dubis Financial Planning, LLC | 2,222 | $535.0K | 0.52% | +2,222 | New |
| Bank of Hawaii | 2,219 | $534.5K | 0.03% | −205−8.5% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $534.1K | 0.08% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,203 | $530.6K | 0.26% | +396+21.9% | Added |
| South State Corp. | 2,202 | $530.4K | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 2,196 | $529.0K | 0.02% | +47+2.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,175 | $523.9K | 0.01% | +534+32.5% | Added |
| Williams Jones Wealth Management, LLC. | 2,163 | $521.0K | 0.01% | −45−2.0% | Reduced |
| Flynn Zito Capital Management, LLC | 2,159 | $520.1K | 0.24% | 00.0% | Unchanged |